This job was a good introduction into the professional world. I worked directly under a financial advisor and he gave me a lot of freedom. Most of my work was done without supervision. So, this method forced me to become a self starter.
What I wish was different
I wish that I did not have to call companies as much. Cold calling is a tedious and not affective way to gain clients.
Advice
I would advise others to really look into a job before applying for it. While this job was a good experience, it was definitely a bit of a let down. The job description was vague and unclear.
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Lead Teller
May 2014 • Cottonwood Heights, UT
What I liked
Fast paced work environment with specific responsibilities and duties. Opportunity to coach and plan with a team every day.
What I wish was different
I wish I had found an internship in my field of study to prepare me for my post-graduation career.
Advice
Find out about & take advantage of the benefits your employer provides, such as partial tuition reimbursement.
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Wealth & Investment Management Intern
June - August 2018 • Salt Lake City, UT
What I liked
Helping people, networking, learning about financial markets & investing strategies, shadowing advisors, building financial plans
What I wish was different
More analytical work related to investment performance/selection and more projects
Advice
Great culture and those with interpersonal skills would be a great fit for this internship
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Global Investment Strategy Intern
June - August 2018 • St. Louis, MO
What I liked
I was given a lot of responsibility from the very first day and I was working with incredibly intelligent people. Everyone in the office was hardworking and welcoming.
What I wish was different
I wish it had been made clear that they don't give return offers. You have to apply to the analyst program within Wells Fargo Advisors - Wealth and Investment Management, but most of the positions available were less finance related, and more marketing/communications/business development.
